Salesforce, Inc.
CRM- Exchange
- NYSE
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001108524
In the last 90 days, Salesforce, Inc. insiders filed 1 open-market purchase and 1 sale; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $109.5B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and ValueAct Capital.
13F holders, Q2 2025
Institutional positions in Salesforce, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,960
- +48 vs. Q1 2025
- Shares held
- 771.0M
- −7.79M (−1.0%) vs. Q1 2025
- Total value
- $210.0B
- +$1.40B (+0.7%) vs. Q1 2025
- New holders
- 239
- 1,404 more added
- Sold out
- 191
- 1,040 more reduced
44 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $109.5B |
| Q1 2026 | 2,696 | $137.9B |
| Q4 2025 | 2,959 | $201.9B |
| Q3 2025 | 2,816 | $179.8B |
| Q2 2025 | 2,960 | $210.0B |
| Q1 2025 | 2,956 | $209.1B |
| Q4 2024 | 3,110 | $258.7B |
| Q3 2024 | 2,657 | $209.1B |
| Q2 2024 | 2,630 | $198.8B |
| Q1 2024 | 2,769 | $235.7B |
| Q4 2023 | 2,601 | $204.8B |
| Q3 2023 | 2,294 | $155.1B |
| Q2 2023 | 2,301 | $161.7B |
| Q1 2023 | 2,183 | $153.3B |
| Q4 2022 | 2,027 | $100.8B |
| Q3 2022 | 2,060 | $111.4B |
| Q2 2022 | 2,140 | $128.2B |
| Q1 2022 | 2,282 | $163.0B |
| Q4 2021 | 2,356 | $195.5B |
| Q3 2021 | 2,188 | $207.8B |
| Q2 2021 | 2,071 | $178.1B |
| Q1 2021 | 1,989 | $151.3B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Salesforce, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 5,429 | $1.48M | 0.17% | −685−11.2% | Reduced |
| Abc Arbitrage SA | 5,429 | $1.48M | 0.17% | −424−7.2% | Reduced |
| Argent Advisors, Inc. | 5,426 | $1.48M | 0.46% | +357+7.0% | Added |
| 626 Financial, LLC | 5,421 | $1.48M | 0.69% | +685+14.5% | Added |
| Core Wealth Advisors, Inc. | 5,408 | $1.47M | 0.42% | −1,508−21.8% | Reduced |
| Confluence Wealth Services, Inc. | 5,392 | $1.47M | 0.08% | +19+0.4% | Added |
| KRS Capital Management, LLC | 5,381 | $1.47M | 0.98% | −5−0.1% | Reduced |
| Accurate Wealth Management, LLC | 5,549 | $1.47M | 0.22% | +873+18.7% | Added |
| Elyxium Wealth, LLC | 5,372 | $1.46M | 0.55% | +236+4.6% | Added |
| Angeles Wealth Management, LLC | 5,363 | $1.46M | 0.10% | +1,235+29.9% | Added |
| Visionary Wealth Advisors | 5,342 | $1.46M | 0.07% | +1,137+27.0% | Added |
| Brown, Lisle/Cummings, Inc. | 5,287 | $1.44M | 0.38% | 00.0% | Unchanged |
| Birchbrook, Inc. | 5,274 | $1.44M | 0.77% | +162+3.2% | Added |
| St. Clair Advisors, LLC | 5,274 | $1.44M | 0.38% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 5,269 | $1.44M | 0.10% | −61−1.1% | Reduced |
| Financial Engines Advisors L.L.C. | 5,267 | $1.44M | 0.00% | +419+8.6% | Added |
| Viawealth, LLC | 5,263 | $1.44M | 0.85% | +333+6.8% | Added |
| Econ Financial Services Corp | 5,239 | $1.43M | 0.74% | +5,239 | New |
| Apella Capital, LLC | 5,275 | $1.42M | 0.04% | −296−5.3% | Reduced |
| Stonebrook Private Inc. | 5,205 | $1.42M | 0.33% | −137−2.6% | Reduced |
| TownSquare Capital, LLC | 5,198 | $1.42M | 0.14% | −49,075−90.4% | Reduced |
| Coastwise Capital Group, LLC | 5,192 | $1.42M | 1.13% | +62+1.2% | Added |
| Bristlecone Advisors, LLC | 5,181 | $1.41M | 0.12% | −5,561−51.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 5,167 | $1.41M | 0.58% | −2,093−28.8% | Reduced |
| VCI Wealth Management LLC | 5,162 | $1.41M | 0.49% | +701+15.7% | Added |
| Capital Wealth Planning, LLC | 5,154 | $1.41M | 0.01% | −1,283,851−99.6% | Reduced |
| Acorn Financial Advisory Services Inc | 5,151 | $1.40M | 0.23% | −176−3.3% | Reduced |
| Werba Rubin Papier Wealth Management | 5,129 | $1.40M | 0.26% | −1,786−25.8% | Reduced |
| Cunning Capital Partners, LP | 5,121 | $1.40M | 0.73% | 00.0% | Unchanged |
| 1248 Management, LLC | 5,110 | $1.40M | 0.52% | +4,888+2,201.8% | Added |
| PDS Planning, Inc | 5,113 | $1.39M | 0.10% | +10+0.2% | Added |
| Renasant Bank | 5,106 | $1.39M | 0.93% | −623−10.9% | Reduced |
| Carret Asset Management, LLC | 5,099 | $1.39M | 0.15% | +2,148+72.8% | Added |
| Drive Wealth Management, LLC | 5,090 | $1.39M | 0.30% | −270−5.0% | Reduced |
| Granite Investment Partners, LLC | 5,090 | $1.39M | 0.07% | −205−3.9% | Reduced |
| Fjell Capital, LLC | 5,087 | $1.39M | 1.29% | +69+1.4% | Added |
| Aspiriant, LLC | 5,080 | $1.39M | 0.04% | −352−6.5% | Reduced |
| Okabena Investment Services Inc | 5,073 | $1.38M | 0.31% | −1,032−16.9% | Reduced |
| Quotient Wealth Partners, LLC | 5,072 | $1.38M | 0.04% | −65−1.3% | Reduced |
| HBK Sorce Advisory LLC | 5,050 | $1.38M | 0.04% | −310−5.8% | Reduced |
| ProVise Management Group, LLC | 5,037 | $1.37M | 0.11% | −22−0.4% | Reduced |
| Walleye Trading LLC | 5,030 | $1.37M | 0.03% | −69,585−93.3% | Reduced |
| Ironwood Investment Counsel, LLC | 5,018 | $1.37M | 0.21% | +1,615+47.5% | Added |
| K.J. Harrison & Partners Inc | 5,006 | $1.37M | 0.23% | +5,006 | New |
| Sovran Advisors, LLC | 4,987 | $1.36M | 0.14% | +1,461+41.4% | Added |
| Alta Wealth Advisors LLC | 4,999 | $1.36M | 0.64% | −62−1.2% | Reduced |
| Geneva Capital Management LLC | 4,997 | $1.36M | 0.02% | −167−3.2% | Reduced |
| Ironwood Investment Management LLC | 4,997 | $1.36M | 0.66% | −112−2.2% | Reduced |
| Polen Capital Management LLC | 4,989 | $1.36M | 0.00% | −3,268−39.6% | Reduced |
| Stance Capital LLC | 4,987 | $1.36M | 0.51% | +4,987 | New |
| Semanteon Capital Management, LP | 4,985 | $1.36M | 2.05% | +4,985 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,971 | $1.36M | 0.07% | +271+5.8% | Added |
| Alta Advisers Ltd | 4,970 | $1.36M | 0.48% | 00.0% | Unchanged |
| Valley Brook Capital Group | 4,969 | $1.36M | 1.01% | +260+5.5% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 4,935 | $1.35M | 0.48% | −824−14.3% | Reduced |
| Pictet Bank & Trust Ltd | 4,932 | $1.34M | 1.58% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,931 | $1.34M | 0.02% | −6,255−55.9% | Reduced |
| Unique Wealth Strategies, LLC | 4,913 | $1.34M | 0.56% | −2,740−35.8% | Reduced |
| Founders Financial Securities LLC | 4,913 | $1.34M | 0.10% | −313−6.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 4,913 | $1.34M | 0.15% | +187+4.0% | Added |
| Etesian Wealth Advisors, Inc. | 4,907 | $1.34M | 0.50% | −131−2.6% | Reduced |
| bLong Financial, LLC | 4,904 | $1.34M | 1.03% | +80+1.7% | Added |
| Raelipskie Partnership | 4,902 | $1.34M | 0.61% | +500+11.4% | Added |
| Aviso Financial Inc. | 4,889 | $1.33M | 0.06% | +666+15.8% | Added |
| David Loasby | 5,317 | $1.33M | 0.11% | −304−5.4% | Reduced |
| Lodestar Private Asset Management LLC | 4,887 | $1.33M | 0.15% | −1,704−25.9% | Reduced |
| Westside Investment Management, Inc. | 4,890 | $1.33M | 0.25% | +193+4.1% | Added |
| Rehmann Capital Advisory Group | 4,860 | $1.33M | 0.08% | −340−6.5% | Reduced |
| Anb Bank | 4,849 | $1.32M | 0.59% | +987+25.6% | Added |
| Prudent Man Advisors, LLC | 4,846 | $1.32M | 0.42% | +1,192+32.6% | Added |
| Chemistry Wealth Management LLC | 4,831 | $1.32M | 0.28% | −180−3.6% | Reduced |
| Invera Wealth Advisors, LLC | 4,831 | $1.32M | 0.86% | −90−1.8% | Reduced |
| Navellier & Associates Inc | 4,830 | $1.32M | 0.16% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 4,829 | $1.32M | 0.13% | +1,479+44.1% | Added |
| Ted Buchan & Co | 4,826 | $1.32M | 0.52% | +827+20.7% | Added |
| Palacios Wealth Management, LLC | 4,821 | $1.31M | 1.08% | −525−9.8% | Reduced |
| Orion Capital Management LLC | 4,814 | $1.31M | 0.50% | −259−5.1% | Reduced |
| Sage Mountain Advisors LLC | 4,805 | $1.31M | 0.09% | +415+9.5% | Added |
| Teamwork Financial Advisors, LLC | 4,801 | $1.31M | 0.16% | +11+0.2% | Added |
| Sapient Capital LLC | 4,771 | $1.30M | 0.02% | −238−4.8% | Reduced |
| Sax Wealth Advisors, LLC | 4,773 | $1.30M | 0.08% | +1,378+40.6% | Added |
| Avantax Planning Partners, Inc. | 4,771 | $1.30M | 0.04% | +595+14.2% | Added |
| BCJ Capital Management, LLC | 4,770 | $1.30M | 0.09% | +3,305+225.6% | Added |
| Waterloo Capital, L.P. | 4,753 | $1.30M | 0.10% | +783+19.7% | Added |
| Essex Savings Bank | 4,749 | $1.29M | 0.31% | −130−2.7% | Reduced |
| Options Solutions, LLC | 4,737 | $1.29M | 0.46% | −18−0.4% | Reduced |
| Emprise Bank | 4,736 | $1.29M | 0.62% | +132+2.9% | Added |
| Sunbelt Securities, Inc. | 3,861 | $1.29M | 0.11% | +434+12.7% | Added |
| Country Club Bank | 4,713 | $1.29M | 0.08% | +65+1.4% | Added |
| Chapman Financial Group, LLC | 4,721 | $1.29M | 1.09% | +4,721 | New |
| Greystone Financial Group, LLC | 4,710 | $1.28M | 0.21% | +458+10.8% | Added |
| CNB Bank | 4,701 | $1.28M | 0.61% | −107−2.2% | Reduced |
| WBI Investments | 4,697 | $1.28M | 0.33% | +3,572+317.5% | Added |
| VELA Investment Management, LLC | 4,692 | $1.28M | 0.38% | 00.0% | Unchanged |
| Meridian Financial Partners LLC | 4,683 | $1.28M | 0.60% | +191+4.3% | Added |
| Brucke Financial, Inc. | 4,669 | $1.27M | 0.89% | +190+4.2% | Added |
| Fire Capital Management LLC | 4,669 | $1.27M | 0.81% | +338+7.8% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,650 | $1.27M | 0.66% | 00.0% | Unchanged |
| First United Bank Trust | 4,650 | $1.27M | 0.44% | +175+3.9% | Added |
| Moody Lynn & Lieberson, LLC | 4,628 | $1.26M | 0.07% | −368−7.4% | Reduced |